Key Responsibilities

-
Sales & Business Development

-
Achieve assigned sales targets for life insurance through the bank's branch channels.

-
Generate leads from bank staff and convert them into successful sales.

-
Cross-sell and up-sell life insurance products to existing bank customers.

-
Relationship Management

-
Maintain robust relationships with branch managers, operations staff, and other bank employees.

-
Conduct regular training and engagement activities to motivate bank staff for insurance referrals.

-
Act as a single point of contact between the bank and the insurance company.

-
Customer Service

-




Provide end-to-end support to customers — from explaining product features to policy issuance and after-sales service.

-
Ensure timely resolution of customer queries and complaints.

-
Compliance & Process

-
Adhere to all regulatory and company guidelines.

-
Maintain proper documentation and ensure KYC compliance.

-
Submit daily and weekly reports on sales activities and achievements.

-
Training & Development

-
Conduct product and process training sessions for bank employees.

-
Keep updated on new product launches, features, and market trends.

📌 Line ups-Banca- AU small finance Bank (Surat)
🏢 Skywings Advisors
📍 Surat